Blue Bell Executive Campus
470 Norristown Road, Suite 305
Blue Bell, Pennsylvania 19422-2322
Tel: 610-825-3540
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. The firm was established in 02/28/2005. They have over 3 offices throughout the country.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is a Blue Bell, Pennsylvania based Financial Planning firm with nearly $534,850,934 assets under management, offering retirement planning & investment advisory services to 1704 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 134184 |
SEC# | 801-64005 |
Assets Managed by Firm | $534,850,934 |
No. of Clients | 1704 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1704 | $534,850,934 |
Individuals (other than high net worth individuals) | 495 | $115,174,093 |
High net worth individuals | 181 | $419,121,934 |
Corporations or other businesses | 6 | $554,907 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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